EDC vs. Lob

It is great for low-cost, high-volume mail campaigns for our agents. The price is very reasonable, and they can send out a lot. Once the design is approved and they send a list, we handle it, then Lob. When we have agents who want to handwrite the addresses, we choose someone else (a local print shop) to print and send them to our agents.

Incentivized

• Address Verification and NCOA Cleaning
• Autocomplete for our forms that allow a user to SKIP typing
• Printing and mailing documents automatically over API

Incentivized

• An automatically scheduled data export would be nice.
• Functions such as adding or editing bank accounts, updating check details, and querying data require knowledge of the specific code and API infrastructure. It would be nice to do these things without being an engineer trained in their specific interface language.
• They reduced their retention period on their interface to like 3 months, which is not ideal.

Incentivized

will continue to use for specific mailing requirements

Incentivized

In my opinion, the admin usability is horrendous. Specifically when looking for specific mailers, the search and pagination UI requires back end loading, it doesn't allow opening in new browser windows, it doesn't remember state when clicking into mailer requiring you to search again. I've started using Claude Code integrated with the API instead of clicking through the Admin UI because, in my experience, it is so hard to use.

Incentivized

i never witnessed a problem with lob

Incentivized

perfect except from a minor tracking options missed

Incentivized

good support, not many examples I can think of

Incentivized

didn't participate but as for my information it was smooth

Incentivized

Root keeps Lob because it is already deeply integrated into our systems, and replacing it would require significant engineering effort with limited expected cost savings. As well as the unknowns that come with other options, switching vendors would likely require a significant multi-quarter effort without clear cost savings or efficiency gains.

Incentivized

it will scale very well if its for saas companies

Incentivized

• The hard part is that the agents mostly see the returns over us, so I don't know the specific numbers.
• Some agents have great responses; others not as much. Or they get 75% of their mailers returned, and we don't know why.

Incentivized